Copy or consolidate text comments

You are here: Primavera Unifier User Mode > Business Processes > Copying and Consolidating Comments and Markups > Copy or consolidate text comments

Copy or consolidate text comments

You can copy one or more existing comments to use in formulating your own comment. Copied comments also include any attached files and graphic markups.

When used in conjunction with the discussion group function, this can be used to consolidate the comments you receive from the group and create a single, cohesive comment. Because discussion group comments remain draft until the BP is sent to the next workflow step, the task owner can choose to delete or include the other draft comments.

You can also copy and consolidate comments made to documents attached directly to a BP. This allows you to consolidate several comments made by multiple users into a single comment by copying the existing comments into a new one and editing as necessary.

To copy general comments

On the BP form, click the General Comments link. The General Comments window opens.

Click Add (or Modify to modify an existing comment). The Edit General Comment window opens.

Click the Copy From button. The Copy General Comments window opens, displaying the list of existing comments.

Click the selection box next to each of the comments you want to copy into your comments and click OK. Any additional file attachments or markups associated with each comment are also copied to the new comment.

Make edits as necessary and click OK.

To copy and consolidate text comments on a BP attachment

Do one of the following:

•

Click the Attachments link at the bottom of the BP form. The Attachments window opens. Select the file and click the Comments button.

•

For document-type BPs, in the document list in the lower portion of the document-type BP, select the file to mark up and click the Comments button.

The File Comments window opens.

Click the Add button. The Edit File Comment window opens.

Click the Copy From button. The Copy General Comments window opens, displaying the list of existing comments.

Click the selection box next to each of the comments that you want to copy into your comments and click OK. The comments are copied into the new comment and are listed in the Text Comment box of the Edit File Comment window. Any additional file attachments or markups associated with each comment are also copied to the new comment.

In the Edit File Comment window, make any necessary edits to consolidate the text comments.

Note: At this point, you can also consolidate graphic markups before saving the newly consolidated comment by clicking the Consolidate link next to Graphic Markup.

When you are done consolidating comments and markups, click OK to save and exit the Edit File Comment window.

To consolidate discussion group comments on a business process or document

Use the copy text comments procedure to copy any of the draft comments that you received from the discussion group that you initiated.

Click the selection box next to the text comments that you want to include in your new comment and click OK. The text comments and any graphic markups will be copied in to your new comment.

Edit as necessary and click OK.

You may select any of the draft comments and click Remove if you do not want to include them in the BP record.

Oracle Corporation